Bernardo Wealth Planning LLC: TSLL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bernardo Wealth Planning LLC on TSLL, newest first. How the timeline and the estimate are built.
Bernardo Wealth Planning LLC held 21,490 TSLL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 21,490 sharesChange vs previous 13F +511 shares
0.05% of the 13F portfolio, value $304,297.
13F-HR 0001765595-26-000003 filed by Bernardo Wealth Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 20,979 sharesChange vs previous 13F +1,009 shares
0.05% of the 13F portfolio, value $254,889.
13F-HR 0001765595-26-000002 filed by Bernardo Wealth Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 19,970 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $381,627.
13F-HR 0001765595-26-000001 filed by Bernardo Wealth Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 19,970 sharesChange vs previous 13F -1,000 shares
0.08% of the 13F portfolio, value $421,567.
13F-HR 0001765595-25-000007 filed by Bernardo Wealth Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 20,970 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $248,000.
13F-HR 0001765595-25-000006 filed by Bernardo Wealth Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).